The Company Profile page allows Mobile Forms Administrators to view and edit current information for a Company. You can also modify selected configurations and features for a Company.
To access the Company Profile page, navigate to Admin > Company Profile.
Note: The Company Profile is available to Users with the Mobile Forms Administrator role.
The Company Information tab displays the current information for your company in the Field2Base system. If you need to change any information about the Company, please contact your Account Manager to make sure it is also updated in our billing system.
Note: You cannot edit the Company Name, Company ID or Creation Date. Please contact your Account Manager if you need to change your Company Name.
The Professional Services hours available on your account are displayed at the bottom of the page. You can also click on the View History button to view details on purchased and used hours. You can download a CSV or PDF record of your Professional Services history from the PS History page.
If you wish to purchase Professional Services hours or start a new project with the PS team, you can use the E-Mail Professional Services button. Please read the Professional Services Overview article to find out more about the Professional Services offered by Field2Base.
Note: The Professional Services team typically logs hours daily so your available hours should be up to date on a daily basis.
Mobile Forms Information
The Mobile Forms Information tab displays product information for your Company.
A. License Tier - Displays the current License Tier for your Company. Please contact your Account Manager is you have questions about your License Tier.
B. Products Used – Displays which Field2Base products are enabled for your account. The Products Available section shows additional products that may be available for your account. Please contact your Account Manager if you have questions about getting access to additional products.
Note: Some of these products are being phased out and are no longer available.
C. Enrolled in Beta Program – Indicates whether your company is enrolled in the Field2Base Beta Program. Please contact your Account Manager is you are interested in enrolling in the Field2Base Beta Program.
D. Account Manager – Name of your Field2Base Account Manager. For your convenience, you can click on E-Mail Your Sales Rep Today! to send an email to your Account Manager directly from the Portal.
E. Mobile Forms Product Suite - Indicates which type of product suite is available to your Users. The options are:
- Mobile Forms App Store (default) - Users can install the Mobile Forms app from the App Store or Play Store.
- Mobile Forms Enterprise - Users must install the Enterprise build of Mobile Forms and will not be allowed to install the app from the App Store.
- No Restriction
F. Activation Limit - Displays the maximum number of Devices that can be assigned to a single User. For example, a User could install the app on 5 different devices and use 5 licenses (1 per device). The default limit is 5. Mobile Forms Administrators have the ability to change the Activation Limit by entering a new limit and clicking on Save.
G. Prevent Demo Account Creation for My Users - Checking this box will prevent any Users on your Company from accidentally creating Demo accounts through the App Store when trying to install the Mobile Forms app.
The System Settings tab displays the current F2B System Settings for your Company.
A. Sent Form Dispatch Retention Period (not editable) – Displays how long your Sent Forms are saved in the Field2Base system. Contact your Account Manager for details and any associated costs if you want to change your Retention Period. The custom timeframe is shown in days.
B. Password Policy Settings Enabled – Check to enable a Password Policy for your Company. Enabled by default for new Companies.
- Days Until Password Expires – Enter the number of days until passwords need to be reset. Default is 0 (no limit).
- Minimum Password Length – Enter the minimum required password length. Default is 8.
- Password Requires Mixed Case – Check if password requires upper and lower case. Default is checked.
- Password Requires Digits – Check if password requires numbers. Default is checked.
- Password Requires Symbols – Check if password requires symbols. Default is unchecked.
- Force Password Change on First Login – Check if password should be reset when a user first logs in. Default is Not Required.
C. Require E-Mail Addresses for Usernames – Requires Usernames to be E-Mail Address. Default is checked for new Companies.
D. Limit Failed Logins to 5 Attempts – Login to Portal will lock for 5 minutes after the specified number of failed attempts by default. The default limit is 5 attempts but you can change the limit to 3 attempts if desired. Default is checked for new Companies.
E. Region Edit Mode Web App – Changes the way regions function in Web App. Options are Inline or Popup. Default is Inline.
F. Region Edit Mode Workflow – Changes the way regions function in Workflow edit. Options are Inline or Popup. Default is Inline.
G. Allow Restarting of Forms Completed in Workflow – Check to allow Workflow Admins to restart a Workflow for a Form that has been completed and exited Workflow. Default is unchecked.
H. Enable Auto-Cancel of Pending Forms in Workflow - Check to set a time period (in days) to automatically cancel pending Forms in Workflow. Default is unchecked. Once you have enabled this setting for your company, you will see an additional option to Edit Workflow Auto-Cancel Setting under Select an Action for individual Form Templates if you want to set different time periods per Form.
Note: Once you set a time period, all pending Forms in Workflow past that period will be cancelled.
I. Lock User Details in My Profile – Check if you do not want to allow your Users to edit their user details (including username and email address) themselves. Users will still be able to change their passwords. Default is unchecked.
J. Enable Save to PDF Option in Web App - Uncheck if you do not want your Users to download a PDF of a Form from Web App. Default is checked.
K. Workflow Failure Contact – Allows you to choose a User or Group of Users to receive a notification email anytime a Form fails in Workflow and is in an Error state.
This Configurations tab displays the current configurations for your company (or for an individual User). You can update your company-wide or user specific configurations from this page. Details on each of these configurations is available in the article on Custom Configurations
API Sync Key
An API Sync Key is a unique identifier that allows Users with the appropriate permissions to make web service calls to the Field2Base API.
Warning: If you have an existing API Sync Key, generating a new key will cause any services using the old key to no longer be authorized. You will need to update existing web service calls to use your new key.